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| Morningstar Return Rating: | Below average | | Year to Date Return: | 2.05% | | 5-Year Average Return: | 2.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 15.15% | |
Worst 1-Yr Total Return (2008): | -14.67% | |
Best 3-Yr Total Return (2005-7): | 3.77% | |
Worst 3-Yr Total Return (2006-8): | -2.45% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MWLDX | Category | Diff | Index* | Diff | | Year To Date | 2.05 | 1.03 | 1.02 | 1.53 | 0.52 | | 1-Month | 2.05 | 1.03 | 1.02 | 1.53 | 0.52 | | 3-Month | 3.38 | 1.45 | 1.93 | 1.23 | 2.15 | | 1-Year | 17.48 | 9.51 | 7.97 | 8.51 | 8.97 | | 3-Year | 0.82 | 3.73 | -2.91 | 6.60 | -5.78 | | 5-Year | 2.30 | 3.49 | -1.19 | 5.16 | -2.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.52 | 7.56 | 4.96 | 7.06 | 5.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.82 | 4.25 | -6.07 | 7.94 | -9.76 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MWLDX | Category | Diff | | 2009 | | | 15.15 | 9.30 | 5.85 | | 2008 | | | -14.67 | -4.23 | -10.44 | | 2007 | | | 2.50 | 4.29 | -1.79 | | 2006 | | | 6.15 | 4.05 | 2.10 | | 2005 | | | 2.72 | 1.45 | 1.27 | | 2004 | | | 3.28 | 1.63 | 1.65 | | 2003 | | | 5.95 | 2.54 | 3.41 | | 2002 | | | -0.39 | 5.47 | -5.86 | | 2001 | | | 7.60 | 7.27 | 0.33 | | 2000 | | | 7.32 | 7.59 | -0.27 |
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| PAST QUARTERLY RETURNS (%) FOR
MWLDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.37 | 4.94 | 8.19 | 3.89 | | 2008 | -2.94 | -1.12 | -3.31 | -8.05 | | 2007 | 1.61 | 0.46 | 0.79 | -0.37 | | 2006 | 1.04 | 0.80 | 2.08 | 2.09 | | 2005 | 0.40 | 0.96 | 0.65 | 0.68 | | 2004 | 1.64 | -1.24 | 1.41 | 1.45 | | 2003 | 0.83 | 2.78 | 0.85 | 1.38 | | 2002 | 0.33 | -2.43 | -0.92 | 2.70 | | 2001 | 3.07 | 1.76 | 2.17 | 0.41 | | 2000 | 1.61 | 1.42 | 2.30 | 1.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 18 | 451 | 3.99 | | 1-Month | 18 | 451 | 3.99 | | 3-Month | 4 | 445 | 0.90 | | 6-Month | 4 | 443 | 0.90 | | 1-Year | 15 | 428 | 3.50 | | 3-Year | 298 | 383 | 77.81 | | 5-Year | 224 | 314 | 71.34 |
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1.52% Nasdaq 0.00%
Performance
